- Citigroup (New York, NY)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- Citigroup (New York, NY)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- Wells Fargo (Southampton, NY)
- …career" in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part of the ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...to other bankers and partners as needed + This SAFE position has customer contact and job duties which… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different ... team. + In addition to the role of Private Banker , the Team Leader will also have the following...+ Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal… more
- City National Bank (New York, NY)
- *RELATIONSHIP BANKER * *Park Ave South Branch* WHAT IS THE...or must be able to be registered under the Safe Act. * Working knowledge of Bank ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional… more
- Citigroup (New York, NY)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional… more
- TD Bank (West Babylon, NY)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II Float is a Customer liaison that is integral to delivering TD's ... utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. This role contributes to the achievement of… more
- TD Bank (Lawrence, NY)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...within the team and business unit + Participates in personal performance management and development activities + Keeps others… more
- NBT Bank (New Paltz, NY)
- Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative ... all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and… more